EA

Echo45 Advisors Portfolio holdings

AUM $175M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$3.53M
3
+$2.06M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.91M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$965K

Top Sells

1
+$655K
2
+$556K
3
+$497K
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$401K
5
BA icon
Boeing
BA
+$330K

Sector Composition

1 Technology 11.9%
2 Consumer Discretionary 3.33%
3 Healthcare 3.28%
4 Financials 2.99%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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